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features
design
support

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Description

Lead Assignment and Distribution Automation systematically assigns and distributes Leads from various sources to Dynamics 365 CRM users. It allows managers to distribute and assign leads and customer queries in a structured way, ensuring fair workload distribution within each team. Automation and assignment increase efficiency, which results in higher sales and profits. Entity Support: Supports OOB and Custom Entities Round Robin: Divide the Leads equally among the team using Round Robin Algorithm. Capacity: Assign Leads based on the individual capacity of each user Rules: Create multiple assignment guidelines for different selection criteria for Leads Existing Records: Subject to the assignment rules, Leads can be assigned on demand to users. Order: Establish an order to execute assignment rules to allot and distribute Leads according your requirements Period: Define a period for the assignment of work items based upon that period

Description

The early bird gets the sale. Filter, match and route leads to the right salesperson instantaneously. Close more deals. LeadAngel is a B2B Lead Management platform, including Lead to Account Matching and Routing. Fast, Reliable, and Customizable Operations works with Salesforce CRM and others. APIs available to route and match leads. LeadAngel helps businesses, organizations, and enterprises to improve sales process to close more deals, faster. The software offers lead routing, lead matching, fuzzy matching, lead deduplication, account based marketing strategies and detailed reporting. Matching is very customizable and extremely fast. Our system can identify matching companies in dozens of ways. You can further optimize your sales funnel by using tools like auto-conversion of leads to contacts if you find a matching account.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

AXIO Advanced Projects Yes 
HubSpot CRM No 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Salesforce No 

Integrations

AXIO Advanced Projects No 
HubSpot CRM Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Salesforce Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Inogic Tech

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

LeadAngel

Founded

2017

Country

United States

Website

www.leadangel.com

Product Features

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Product Features

Account Based Marketing

Analytics No 
Campaign Personalization No 
Customer Segmentation Yes 
Engagement Monitoring No 
Lead Nurturing No 
Lead Scoring No 
Progress Tracking No 
Prospecting Tools No 
Target Account Identification Yes 

Data Quality

Address Validation No 
Data Deduplication Yes 
Data Discovery Yes 
Data Profililng No 
Master Data Management No 
Match & Merge Yes 
Metadata Management No 

Lead Management

Activity Tracking Yes 
Campaign Management No 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Lead Nurturing

A/B Testing Yes 
Campaign Management No 
Drip Campaigns No 
Lead Capture No 
Lead Notifications Yes 
Lead Scoring No 
Lead Segmentation Yes 
Performance Metrics No 
Personalization No 
Pipeline Management No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging No 
Comments / Notes No 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking No 
Lead Management Yes 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics Yes 
Task Management No 

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